Effective Date: [16/09/2026]
Last Updated: [16/09/2026]

ProIntel Tax (“ProIntel Tax,” “we,” “us,” or “our”) is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our client portal or mobile application, or engage our tax preparation and related services.

By using our website, app, or services, you agree to the terms of this Privacy Policy.

Information We Collect

We may collect the following types of information:

Personal Information

• Name, address, phone number, and email address
• Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
• Date of birth
• Employment and income information
• Bank account and routing information (for direct deposit/payment purposes)

Tax and Financial Information

• W-2s, 1099s, and other tax documents you upload
• Prior year tax returns
• Financial records relevant to tax preparation

Technical Information

• IP address, browser type, and device information
• Usage data (pages visited, time spent, actions taken on our website/app)
• Cookies and similar tracking technologies

How We Use Your Information

We use the information we collect to:

• Prepare, review, and file your tax return(s)
• Communicate with you regarding your account, documents, or return status
• Process payments for our services
• Provide audit protection and related support, if enrolled
• Improve our website, app, and client portal
• Comply with legal, regulatory, and IRS requirements
• Detect and prevent fraud or unauthorized access

We do not sell your personal or financial information to third parties.

How We Protect Your Information

We take data security seriously. ProIntel Tax employs:

• Bank-level encryption for data transmission and storage
• Secure cloud-based document storage
• Access controls limiting data access to authorized personnel only
• Regular monitoring for unauthorized access or suspicious activity

While we take reasonable steps to protect your information, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security.

Sharing of Information

We may share your information only in the following circumstances:

• With your consent — when you authorize us to share information with a third party (e.g., a lender or financial institution)
• Service providers — trusted vendors who assist with hosting, payment processing, or IT support, under strict confidentiality obligations
• Legal requirements — when required by law, subpoena, court order, or to comply with IRS or state tax authority requests
• Business transfers — in the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction

Your Choices and Rights

Depending on your state of residence, you may have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information, subject to legal and regulatory retention requirements (tax records are often required to be retained for a minimum number of years)
• Opt out of marketing communications

To exercise these rights, contact us at customerservice@prointeltax.com.

Data Retention

We retain your tax and financial information for as long as required by IRS regulations, state law, and our internal record-keeping policies — typically a minimum of [3–7] years, depending on document type.

Cookies and Tracking Technologies

Our website and client portal may use cookies to improve functionality and user experience. You can adjust your browser settings to refuse cookies, though this may affect certain features of our website or portal.

Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date. Continued use of our services after changes are posted constitutes acceptance of the revised policy.

Contact Us

If you have questions or concerns about this Privacy Policy or how your information is handled, please contact us:

ProIntel Tax 418 E La Habra Blvd, CA, 90631 Phone: +1 (800) 555-0199 Email: customerservice@prointeltax.com